Set Up Your Team’s App Settings

How Settings Profiles Work

Devices apply a saved profile the next time the app opens or checks in, and an open app checks for changes regularly. Each saved version is applied once, so a surveyor can still change an unlocked setting until you save the profile again. To stop that, lock settings.

B2B Account

Create a Settings Profile

1. 1

   Open App Settings

   Sign in to your B2B Account, open your organisation and choose App Settings. Staff with a view-only role can see profiles but not change them.

2. 2

   Name the Profile and Choose Its Devices

   Choose New Profile. Give it a name, such as All Devices or North Team. Under Applies To, pick All Devices (including devices activated later) or Chosen Devices and tick the ones you want.

3. 3

   Start From a Device (Optional)

   If one device is already set up the way you want, export its settings in the app from Settings → Profile → Settings Profile → Export. Then upload that .json file under Start From a Device’s Settings. Its settings fill in the profile for you to check.

4. 4

   Choose the Settings You Control

   Open each group, such as Company Details, Report Sections or Report Text. Tick Set by Your Organisation beside each setting you want to control, then fill it in. Untick it to leave that setting to each device.

5. 5

   Save the Profile

   Choose Save Profile. The list under Which Profile Each Device Follows shows which devices will pick it up.

Write Report Wording with Smart Build and AI Polish

The same writing tools as the app sit under Company History / About Us, Legal Disclaimer, Independent Surveyor Disclaimer, Client Sign-Off Statement and each Default Report Wording section. They appear once you tick Set by Your Organisation for that box.

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Turn On Client Sign-Off for Every Device

In the profile’s Client Sign-Off group, tick Set by Your Organisation and turn it on to add a step where the tenant, landlord, client or site contact signs on the surveyor’s device, just before the surveyor’s own sign-off. Choose Who Usually Signs and write the Client Sign-Off Statement they sign under, with Smart Build and AI Polish. The report prints the statement, the signature, their name and role, and when they signed. It needs version 1.7.3 or later on each device. See Client sign-off for how surveyors use it.

Give Every Device Your AI and Weather Keys

Set your keys once for the whole organisation, then give a profile or a single device different ones where you need to. Each place has the same boxes: the AI Provider, a Google Gemini or OpenAI key, the OpenAI Model, and two OpenWeatherMap keys, one for live weather and one (Maps 2.0) for radar and cloud overlays. Leave OpenAI Model empty for Automatic, or enter the model ID OpenAI lists. Usage is billed to your own Google, OpenAI or OpenWeatherMap account.

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Which Key a Device Uses

Each key, the AI provider and the OpenAI model are looked up on their own, so a device can take its Gemini key from its profile and its weather key from the organisation. The first of these that sets one wins:

1. The surveyor’s own key in the app, only if you let surveyors use their own keys.
2. Keys for this device, set with Device Keys.
3. The settings profile the device follows.
4. Organisation AI & Weather Keys.

Anything none of them sets is left to the surveyor. The (i) beside each keys heading in the portal shows the same order.

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Keys reach devices running version 1.7.3 or later of the PropertySurvey Pro B2B app, at their next check-in. The keys panels say how many of your devices have it.

Assign Each Device’s Surveyor

Open Devices and choose a device, or choose Assign Surveyor beside it under Which Profile Each Device Follows in App Settings. Enter the surveyor’s First Name, Last Name and Accreditations / Titles, such as RICS, RPSA, then choose Save Surveyor.

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Where the Surveyor’s Details Come From

Surveyor Name and Accreditations / Titles come from the first of these that sets them:

1. The surveyor you assign to the device here.
2. For the name, the surveyorName your MDM sends. For accreditations, the device’s settings profile.
3. What the surveyor typed in the app.

Assigned surveyors reach devices running version 1.7.3 or later. Devices on an older version are marked Needs the app update.

Lock Settings and Require Sections

If you remove a profile, its devices keep their current settings and the lock it set is lifted.

Managed Devices

Send the Same Settings Through Your MDM

If you manage devices with Intune, Jamf Pro, Kandji, Workspace ONE, Google Workspace or another MDM, you can deliver a profile with the activation code. A profile saved in the portal takes priority on a device that follows one.

1. 1

   Save the Profile in App Settings

   Create the profile as above. Only profiles with at least one setting can be added to an MDM configuration.

2. 2

   Open the MDM Configuration

   Go to Activation Codes → QR & Setup Pack → MDM Configuration. Choose Your MDM Platform and Your Devices.

3. 3

   Include the Profile

   Tick Include an App Settings Profile and choose the profile. If the profile locks settings, enter the same Settings PIN you saved, because the portal can’t read it back.

4. 4

   Download and Assign

   Pick the Configuration File Format your console expects, then choose Download File or Copy Configuration. Add it as managed app configuration for the B2B app, assigned to the same devices as the app.

Example Configurations

These show the shape only. Use the portal’s download for your real values: never type an activation code or PIN into a public document.

iPhone and iPad (app configuration dictionary for Intune, Jamf Pro, Kandji or Workspace ONE):

<dict>
  <key>activationCode</key>
  <string>YOUR-ACTIVATION-CODE</string>
  <key>settingsProfile</key>
  <string>{"format":"prosurvey-settings-profile","version":1,"app":"propertysurvey-pro","settings":{"requiredSections":["section_exec_summary","section_sign_off"]}}</string>
</dict>

Android (managed configuration, for consoles that accept JSON):

{
  "activationCode": "YOUR-ACTIVATION-CODE",
  "settingsProfile": "{\"format\":\"prosurvey-settings-profile\",\"version\":1,\"app\":\"propertysurvey-pro\",\"settings\":{\"requiredSections\":[\"section_exec_summary\",\"section_sign_off\"]}}"
}

Android Management API (an applications entry to merge into an existing policy):

{
  "applications": [
    {
      "packageName": "com.propertysurvey.pro.b2b",
      "managedConfiguration": {
        "activationCode": "YOUR-ACTIVATION-CODE",
        "settingsProfile": "{\"format\":\"prosurvey-settings-profile\",\"version\":1,\"app\":\"propertysurvey-pro\",\"settings\":{\"requiredSections\":[\"section_exec_summary\",\"section_sign_off\"]}}"
      }
    }
  ]
}

An MDM download is a snapshot. It does not change when you edit the profile, replace a code or change the PIN, so download it again and update your console after any change. Keep downloaded files private: they hold a reusable activation code, and the PIN when the profile is locked. Step-by-step console guides are in the platform guides.

Field Surveyors

What Surveyors See on Their Device

• Settings shows that your organisation manages them, from the B2B portal or from device management.
• Settings your organisation controls are filled in for them. If you locked them, changing a setting asks for the PIN.
• Required sections must be filled in before a report can be shared, emailed or printed.
• A name and accreditations you assign are filled in for them, with a note saying they were set by your organisation.
• Your AI and weather keys show as Set by your organisation. Surveyors can’t see or change them, unless you let them use their own keys instead.
• They still enter their own email and signature once, and those stay on their device.

Profiles reach devices running the current version of the PropertySurvey Pro B2B app. If a surveyor’s device seems out of date, ask them to update the app and open it while online.